See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,638 | $86,891+59.6% | $142,449-2.7% | $75,163+84.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 13.27% | 23.31%-10.0pp | 19.99%-6.7pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,759 | $3,355+12.0% | $4,847-22.5% | $2,670+40.8% |
| Participant deferral / active EE | $4,421 | $4,938-10.5% | $6,283-29.6% | $4,125+7.2% |
| Admin fee / account holder | $6,953 | $7,299-4.7% | $10,011-30.5% | $5,651+23.0% |